Event Details

So, you’ve decided on the metrics that are important to you. Now, what’s the best way to consolidate that data and put it into a visual, consumable format? Our webinar,

Event Details

So, you’ve decided on the metrics that are important to you. Now, what’s the best way to consolidate that data and put it into a visual, consumable format? Our webinar, “Behind the Curtain: How to Set Up Your Weekly Scorecard,” will walk you through the steps on realizing your scorecard, from pulling the data into Excel to the result of visualizing your data set through a tool like Microsoft’s PowerBI.

What we’ll cover

Data Mining – How to get your metrics into Excel

Your data might from several sources. This could include information coming from your ERP (or accounting system), your CRM system, or a third party application. Depending on the sophistication of your company it could even be copying and pasting. The important this is getting everything into one place (i.e. Excel)

Visualization – Once in Excel how do you take those numbers and make it visual through the use of a tool like Microsoft PowerBI.

This will include a demonstration using a sample Excel spreadsheet with several tabs and how to pull that information through to PowerBI and showcase the metrics in a visual manner.

Remember, your scorecard needs to be fresh, accurate and actionable. Give yourself the know-how and the right tools for success.

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About Stoneridge

Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.